Filed October 4, 2024 (most recent of 7 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST COMPANY Service code 24 · EIN 62-0951563 | Discretionary Trustee | $146,758 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,439 | $91,762+9.5% | $67,502+48.8% | $77,643+29.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.35% | 14.87%-3.5pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $9,076 | $3,181+185.3% | $2,731+232.3% | $2,726+233.0% |
| Participant deferral / active EE | $5,837 | $3,903+49.5% | $4,000+45.9% | $4,647+25.6% |
| Admin fee / account holder | $199 | $176+13.1% | $3,998-95.0% | $430-53.7% |